Prediction markets are the new secret weapon for Coinbase and Robinhood growth

Cantor Fitzgerald analysts said the market is treating recent trading slumps as old news, shifting focus instead toward prediction markets and new product launches to drive the next leg of growth for Coinbase and Robinhood. What to know : Investors are looking past expected weak first-quarter 2026 crypto trading results at Coinbase and Robinhood and focusing instead on new products such as prediction markets. Cantor Fitzgerald's Ramsey El-Assal kept "overweight" ratings on both stocks and raised price targets, citing improving sentiment and longer-term growth drivers despite softer near-term volumes and revenue. Both companies are betting that prediction markets, along with initiatives like tokenization and private market access, will help diversify revenue beyond volatile crypto trading cycles.